Institutional shares held 944,031
0 calls
0 puts
Total value of holdings $46.3M
$0 calls
$0 puts
# of Institutions 45


Latest Institutional Activity in SPVU

Top Purchases

Q1 2025
Focus Financial Network, Inc. Shares Held: 28.4K ($1.39M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 69.9K ($3.43M)
Q1 2025
Lmcg Investments, LLC Shares Held: 25.8K ($1.26M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 12.8K ($627K)
Q1 2025
Sowell Financial Services LLC Shares Held: 4.41K ($216K)

Top Sells

Q1 2025
Armbruster Capital Management, Inc. Shares Held: 165K ($8.07M)
Q1 2025
Truist Financial Corp Shares Held: 8.74K ($428K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 12.7K ($623K)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 3.3K ($162K)
Q4 2024
Bank Of America Corp Shares Held: 157K ($7.71M)

About SPVU

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